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Client Relationship Manager
Futurpreneur. Conduct summary reviews of entrepreneur applications, including business plans and cash flow, to determine eligibility for programs and funding .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis capabilities and customer service expertise while effectively communicating with diverse audiences. Proficient in evaluating business plans and supporting entrepreneurs through the application process in a collaborative and solutions-focused manner.
Highest-signal resume keywords
Financial AnalysisCustomer ServiceBusiness Plan EvaluationBilingualism in French & EnglishOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AdministrationCash Flow AnalysisCredit Report AnalysisApplication ReviewLoan Agreement Preparation
Soft Skills
Clear CommunicationConflict ResolutionTeam CollaborationAttention to DetailProactive Mindset
Industry Keywords
Entrepreneur ApplicationsFunding EligibilityAdjudication ReviewsMentor MatchingClient Support
About the role
Key responsibilities & impact- Conduct summary reviews of entrepreneur applications, including business plans and cash flow, to determine eligibility for programs and funding
- Communicate potential eligibility issues involving business plans, industries, timing, and other factors
- Analyze credit reports to determine financing qualification
- Determine funding limits, communicate credit issues, and refer entrepreneurs to credit improvement supports
- Review applications to assess business viability and help entrepreneurs meet application standards
- Evaluate submissions and provide feedback and coaching to develop viable business plans and cash flows
- Compile and evaluate additional documentation for complete applications to National Adjudication
- Summarize pertinent information affecting adjudication reviews
- Evaluate workflow and predict likely disbursement months or dates
- Answer application-related questions and review partner-submitted applications
- Support partners in understanding application expectations, documents, and timelines
- Train partners on program details and quality application submissions
- Prepare and communicate program acceptance and outstanding disbursement conditions
- Ensure mentor matching requests are sent to the mentoring specialist’s team
- Collect and evaluate conditional documents
- Prepare, sign, and submit loan agreements, promissory notes, and other legal documents
- Communicate with compliance teams, applicants, and mentors to ensure loan disbursement
- Work with adjudication, entrepreneur-in-residence, and loans teams to ensure eligibility compliance
- Consult with business development on strategies to increase mentor and entrepreneur interest
- Perform other duties as assigned
Requirements
What you’ll need- Relevant experience may include education with a focus on Business Administration/Finance or equivalent hands-on career experience
- 2-3 years of experience in a client support/client relation, financial/economic or banking role
- Strong customer service experience with a desire to support the customer
- Strong expertise in financial analysis
- Exemplary skills in achieving organizational goals
- Proactive approach to conflict resolution
- Excellent attention to detail
- Clear and confident communicator, skilled at engaging and connecting with diverse audiences
- Collaborative and adaptable team player, bringing a proactive, solutions-focused mindset
- Strong organizational skills, able to balance multiple priorities effectively in a dynamic hybrid work environment
- Demonstrate curiosity and a growth mindset, embracing and championing change
- Bilingualism in French & English (spoken & written) is an asset
- Alignment with Futurpreneur’s values and commitment to the mission/purpose of the organization
- Be a role model for Futurpreneur’s organizational culture by creating a positive impact at every touchpoint with people
- Resume and cover letter required
Benefits
Comp & perks- Discretionary bonus
- Extensive health and dental benefits
- Supportive, flexible work environment
- Hybrid work model with flexible hours
- Work-from-abroad policy
- Paid vacation
- Personal days
- Summer hours
- End of December office closure
- Health spending account
- Mental wellness support
- RRSP matching program
- Learning allowance
- Coaching program
- Access to an e-learning platform